select different Months on Watch List
Money Pages CEO would like to be able to look at months other than the current month on the Watch List pod. The green forward/back arrows like on the sales outlook.
Eileen Fredette
shared this idea
The Watch List is going to be going away with a future installment of Matrix due out in 2017. However we have some great news!
We’re implementing a more powerful Alert Engine that can give you this kind of information as long as you know the type of data that you are interested in. Need to know when activities are created? Wish you knew when a deal was closed? Do you like to see recently created contacts? All of this and more can be created through alerts so we encourage you to think of some specific examples that you care about and let us know about them in preparation for the big real in 2017!
Thanks for the feedback!